Credit Repair Cloud + HoneyBook
Create new clients in Credit Repair Cloud for each new project booked in HoneyBook
Streamline your workflow between HoneyBook and Credit Repair Cloud with this automation. Whenever a new project is booked in HoneyBook, a new client is directly created in Credit Repair Cloud. This saves time, eliminates the need to manually input data and ensures your client information is consistent across both platforms.
Streamline your workflow between HoneyBook and Credit Repair Cloud with this automation. Whenever a new project is booked in HoneyBook, a new client is directly created in Credit Repair Cloud. This saves time, eliminates the need to manually input data and ensures your client information is consistent across both platforms.
- When this happens...New Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
- automatically do this!Create Client
Adds a new client.
- Free forever for core features
- 14 day trial for premium features & apps
Client Created
Triggers when a new client is created in HoneyBook.
Try ItNew Payment Paid
Triggers when any payment is successfully paid by the client (including manual payments).
Try ItProject Stage Changed
Triggers when a project manually or automatically changes its stage.
Try ItFull NameRequired
EmailRequired
Address
Phone Number
New Inquiry
Triggers when a new inquiry is created.
Try ItNew Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
Try ItClient Full NameRequired
Client EmailRequired
Phone Number
Project Type
Project Date
Project Details
Project Budget
Status Change
Triggered when you convert status from client to any other status or from any other status to client.
Try It
